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Invesco Private Capital’s Amalgamated Financial AMAL Stock Holding History

Invesco Private Capital’s Portfolio AMAL Stock Details AMAL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q3 		$24.1M Hold
1,502,582
– – 6.59% 3
2019
Q2 		$26.2M Hold
1,502,582
– – 7.34% 3
2019
Q1 		$23.5M Hold
1,502,582
– – 6.43% 3
2018
Q4 		$29.3M Buy
+1,502,582
New +$29.5M 12.28% 2

Other funds holding AMAL

Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
CRM
Cramer Rosenthal McGlynn Stamford, Connecticut $1.98B AUM 60.71% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $71.3B AUM 56.8% 1-Year Est. Return
MCA
Mendon Capital Advisors Key Largo, Florida $283M AUM 40.56% 1-Year Est. Return
PFP
Patriot Financial Partners Radnor, Pennsylvania $284M AUM 20.43% 1-Year Est. Return
CRC
Curi RMB Capital Chicago, Illinois $6.48B AUM 30.25% 1-Year Est. Return
ACL
Azora Capital LP Miami, Florida $2.37B AUM 34.87% 1-Year Est. Return
FIM
Foresters Investment Management New York $5.05B AUM 5.06% 1-Year Est. Return

Invesco Private Capital's AMAL Position: Q3 2019 in Review

Invesco Private Capital held its Amalgamated Financial (AMAL) position steady in Q3 2019 at 1,502,582 shares worth $24.1M. The position accounts for 6.59% of the portfolio, ranked #3.

Invesco Private Capital first reported a position in AMAL in Q4 2018 and has held it in 4 quarters since. The position peaked at $29.3M in Q4 2018. 81 funds tracked by Wall St. Rank hold AMAL as of Q3 2019.

  • Invesco Private Capital held 1,502,582 shares of Amalgamated Financial worth $24.1M as of Q3 2019.
  • Invesco Private Capital left its Amalgamated Financial share count unchanged in Q3 2019.
  • Amalgamated Financial made up 6.59% of Invesco Private Capital's portfolio in Q3 2019, its #3 holding.
  • Invesco Private Capital first reported a position in Amalgamated Financial in Q4 2018 and has held it in 4 quarters since.
  • Invesco Private Capital's Amalgamated Financial position peaked at $29.3M in Q4 2018.
  • 81 funds tracked by Wall St. Rank held Amalgamated Financial as of Q3 2019.

Based on Invesco Private Capital's 13F filing for Q3 2019, filed 14 Nov 2019.